What You Should Look For in a Bookkeeper

So, you want to hire a Bookkeeper. You understand the benefits of working with a Bookkeeper when it comes to your small business. But how do you know which Bookkeeper will be a good fit for your company? What makes a ‘good Bookkeeper’, well, GOOD? The following are 5 key qualities that define what you should look for in a Bookkeeper. 

1. Professional Expertise 

Unlike Certified Public Accountants, Bookkeepers aren’t required by law to have a certain level of education or certification. However, looking for a Bookkeeper that has a relevant educational background in accounting, or business is a good idea. Work experience is equally key. Do they have a track record of working as a Bookkeeper or in the field of accounting? What kind of businesses or industries do they have experience with? Here, testimonials and references from current and previous clients are valuable. Don’t hesitate to ask questions about taxation and accounting to test their technical knowledge.

2. Communication and Accessibility 

Entrepreneurship can feel like flying by the seat of your pants. Things come up suddenly and you need to be able to respond quickly and with agility. You want a Bookkeeper who can do the same. A Bookkeeper who has excellent communication skills and stays in regular contact with you is ideal. As issues or opportunities arise in your business, their ability to respond and support you is important. Communication and Accessibility are one of the most important characteristics when it comes to what you should look for in a Bookkeeper.

3. Integrity 

Honesty and integrity go hand in hand with good communication. As a small business owner, you want a Bookkeeper who will tell it to you straight, with no sugar coating. If they’ve made a mistake, or your business may face a tax penalty, you want a Bookkeeper who values integrity and doesn’t keep secrets from you. Seeking out a Bookkeeper who has positive reviews from other local businesses is a good way to confirm they are trustworthy. Don’t be afraid to ask for references.

4. Stays Current 

Things change. Especially when it comes to tax law and financial accounting. You want your bookkeeper to stay up to date on developments, so your business can too. Here in Hawaii, changes to GET and TAT county tax are a prime example. An accountant that has their finger on the pulse of local and federal tax law is an asset to your business. 

5. Technological Literacy - Software Savviness is What You Should Look for in a Bookkeeper

Software for financial accounting is constantly evolving. A Bookkeeper who is well versed in popular accounting software like Quickbooks and stays up to date with changes is a must. A good Bookkeeper should be able to provide troubleshooting and teach you how to interface with the software if needed. There may be features you’re paying for but aren’t using, or using incorrectly. A tech savvy Bookkeeper can help you get the most out of your accounting software.

How do we stack up against these metrics? Read our client testimonials and our Founder’s Bio to learn more.